ESOP · DOL Form 5500 · 2024

Point of Beginning, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
27th
Percentile by assets National rank
$42,051
Avg per participant Low balance/head
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Official DOL plan name: Point of Beginning, Inc. Employee Stock Ownership Plan · Sponsored by Point of Beginning, Inc. · Wisconsin · Construction

$2M in assets, 39 participants

Point of Beginning, Inc.'s Point of Beginning, Inc. Employee Stock Ownership Plan reported $2M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,360 in Construction (9,039 peers)

Point of Beginning, Inc. multi-year trail

Point of Beginning, Inc.'s plans moved +158.7% in assets from 2023 to 2024; this filing shows Point of Beginning, Inc. Employee Stock Ownership Plan at $2M / 39 participants.

#2,360
in Construction (9,039 peers)
+158.7%
assets growth YoY

Point of Beginning, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Point of Beginning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,640,000 27th percentile higher than 27% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Point of Beginning, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Point of Beginning, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point of Beginning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $634K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Point of Beginning, Inc. Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Point of Beginning, Inc. Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 392021435 · Point of Beginning, Inc. PY 2024 · ESOP

Point of Beginning, Inc. Employee Stock Ownership Plan · $2M · 39 · 27th

  • VS-ST $2M
  • VS-ST 39
  • VS-ST 27th
  • VS-ST ESOP
  • VS-ST near Daymark Energy Advisors, Inc. Employee Stock Ownership Plan
  • VS-ST ind #2360

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Wisconsin →

Point of Beginning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Point of Beginning, Inc. Employee Stock Ownership PlanPoint of Beginning, Inc. Emp…$2MDaymark Energy Advisors, Inc. Employee Stock Ownership PlanDaymark Energy Advisors, Inc…$2MFirst Alarm Employee Stock Ownership Plan and TrustFirst Alarm Employee Stock O…$2MAcuity Healthcare Employee Stock Ownership Plan and TrustAcuity Healthcare Employee S…$2MCard Kingdom, Inc. Employee Stock Ownership PlanCard Kingdom, Inc. Employee …$2M
End-of-year total assets ($M) among Point of Beginning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Point of Beginning, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Point of Beginning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 158.7481323591361% vs 2023
2024 filing year
$0.5M$1M$1.5M$2M 20232024 $0.63M $1.64M ▲ +160.3%
Year Plans Participants Total Assets
2023 1 34 $634K
2024 1 39 $2M

Point of Beginning, Inc. filing trail (2024)

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)-$7M
Net Income$1M
Employer EIN392021435
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Point of Beginning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Point of Beginning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00164 · Participants: 39Point of Beginning, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Point of Beginning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Point of Beginning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in MA ($2M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Point of Beginning, Inc. Employee Stock Ownership Plan assets move in 2024?
Point of Beginning, Inc. Employee Stock Ownership Plan surged - up 158.7% during 2024, from $634K to $2M. Reported net income was $1M.
How have Point of Beginning, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Point of Beginning, Inc.'s sponsor-wide assets grew 158.7%, from $634K to $2M.
Which ESOP plans are similar in size to Point of Beginning, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in MA ($2M, 34 participants).
Which ESOP plans cover a similar participant headcount to Point of Beginning, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M in assets).